Our Process

No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future.

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we’re ready to help you prepare for the future. Come rain or shine, together we’ll encourage your investments to grow for years to come.

CULTIVATED FOR YOU

Your Goals Are The Key To Rampant Growth

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection.

Organic growth underlies all that we do at Beene Wealth Management Group. Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Everyone’s insurable needs are different. Our dedicated professionals will create an insurance strategy tailored specifically to you and protect your family from the financial risks of life's unexpected events.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
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representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Chana Beene is licensed in CA, CO, ID, MI, NV, OK, TX, VA, and WA. If you are not a resident of CA, CO, ID, MI, NV, OK, TX, VA, and WA, please exit this site.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.